Author: Donald Calcagni, MBA, MST, CFP®, AIF®

Donald Calcagni, MBA, MST, CFP®, AIF®

Woman on the computer checking market trends

Watching the Market’s Weakness: Insights from Our CIO

March 11, 2025

guy on the phone and looking at computer with investment programs

Why We Talk About “Investment Programs” Instead of “Model Portfolios”

February 28, 2025

trade tariffs image

Tariffs, Trade, and Markets: Insights From Our CIO

February 3, 2025

Initial Thoughts on the DeepSeek Selloff: Insights From Our CIO

January 28, 2025

Man thinking about Bitcoin being an Investable Asset

Is Bitcoin an Investable Asset? Not Yet: Insights From Our CIO

January 17, 2025

Implications of The Market Response To the Election: Insights From Our CIO

November 12, 2024

Q4 Markets Outlook Webinar

November 1, 2024

Energy Prices on the Eve of the Election: Insights From Our CIO

October 30, 2024

Of Rate Cuts and Bond Portfolios: Insights From Our CIO

September 19, 2024

Two Months In, the Great Rotation by the Numbers: Insights From Our CIO

September 16, 2024

Bracing for rate cuts

Bracing for Rate Cuts from the Federal Reserve: Insights From Our CIO

September 3, 2024

The Nvidia Paradox: Resolving How the Stock Can Fall After Strong Earnings

August 29, 2024

Ready to learn more?

Explore More

Man looking out the window of a newly inherited house

Personal Finance

What To Do if You Inherit a House: Financial and Tax Considerations

March 18, 2025

Retirement

Beyond Full Retirement Age: Determining Your Social Security Payouts

March 17, 2025

Investing

Understanding the Difference Between Wealth Management and Asset Management

March 13, 2025

Continue Browsing